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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,456 | $65,712-50.6% | $57,196-43.3% | $273,972-88.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 19.00% | 22.01%-3.0pp | 14.59%+4.4pp | 41.46%-22.5pp |
| Employer contribution / active EE | $1,386 | $3,280-57.7% | $2,683-48.3% | $4,869-71.5% |
| Participant deferral / active EE | $5,583 | $3,782+47.6% | $3,096+80.3% | $5,287+5.6% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |